+8.3%
TROW vs LCID
-50.7%
+59.0%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -9.2% | +9.9% | +1.5% |
| 7D | +0.5% | -10.2% | +10.7% | +1.4% |
| 30D | +9.3% | -10.2% | +19.5% | +10.0% |
| 3M | -0.9% | -54.1% | +53.2% | +4.3% |
| 6M | +8.3% | -53.8% | +62.1% | +12.7% |
| All | +8.3% | -50.7% | +59.0% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded LCID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling